Late yesterday my view was that the Ai trade had come too far, since many names had just come too far.

I.E. RKLB 40% two day rally.

Big cap energy was showing bottoming pattern with trade location.

Given that Iran is running the show in the MIdeast , this made perfect sense.

Crude and metals are a spread game with leadership rotating daily.

Late day we usually spend time going through sectors looking for value in names.

Yesterday that focus was China.

https://youtube.com/live/J2TiGezpjpg?feature=share